Published Dec. 22, 2023
New search filter sidebar and Advanced search
Cause IQ's enhanced organization search creates a more intuitive nonprofit search experience for our users. The updates to the search interface help you access and add relevant filters more quickly, easily recreate previously done searches, understand your current search parameters, and more.
You'll notice a new look to Cause IQ's search filter sidebar on the left of the organization search interface. Cause IQ displays a few of the most commonly used filters by all of our users, including Types, Total revenues, and Location. The other filters displayed are dynamic and update based on your Cause IQ usage.
Here's a screenshot of the new look search filter sidebar:
You'll notice one-click checkboxes for both quantitative and qualitative filters in Cause IQ. The values available to select within any given filter come from a combination of popular values among all customers and your recently used values for the corresponding filter. If you don't see the filter value you want to search on, simply click the "Find value" dropdown for qualitative filters or enter your desired maximum and minimum values for quantitative filters and Cause IQ adds the filter.
Here's a look at the one-click filter behavior and where to find more filter values on the search filter sidebar:
You can see all the current filters for your organization search at the top of the search interface. These colored filter pills display the name of the filter and the value(s) you've selected.
Here's a look at the current filter pills in Cause IQ's organization search interface:
If you want to remove a filter from your Cause IQ organization search, click the "X" next to the filter pill at the top of the search page. If you want to update a filter, click the filter pill you want to adjust, and Cause opens the filter in the Advanced search where you can make the appropriate changes.
Here's a look at how to remove a filter from your Cause IQ organization search:
Cause IQ's Advanced search is where you can find all 460+ search filters, view available values and corresponding match counts for qualitative filters, update your current filters, add advanced search queries (e.g., exclude matches), and more. You can access the Advanced search from the bottom of the search filter sidebar and next to your current filter pills.
Here's a look at where you can access the Advanced search from the bottom of your search filter sidebar:
Here's where you can access the Advanced search from the top of the organization search interface next to your current search filters:
Here's a look at the Advanced search pop-up modal, where you can find filters by categories and search for filters by name (and look for certain values):
You can view all of Cause IQ's organization search filters and corresponding field values here. Cause IQ gives you access to more than 460 organization fields available to search, view, export, etc.
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